2011-2014 term loan special assessments program - request for proposals


2011-2014 term loan special assessments program - request for proposals

When: Wednesday, July 20, 2011


                      REQUEST FOR PROPOSALS





SCOPE:  Provide Lee County with a fixed rate, $3,500,000 term loan program in the form of assessment bonds at the lowest overall borrowing cost.  This Term Loan Program will be used to fund the acquisition and construction of various improvements within specified special improvement areas within the County over the next three years.


A copy of the Request for Proposals (RFP) may be obtained from Lee County’s Financial Advisor – Dunlap & Associates, Inc., at no charge. Or you may download these documents from the County’s Internet site at www.lee-county.com/ under Government/Departments/Budget Services.  The RFP will be listed within Budget Services under Resources.


Sealed Proposals will be received by the County’s Financial Advisor, Dunlap & Associates, Inc. at 1146 Keyes Avenue, Winter Park, FL 32789 and Lee County Budget Services 2115 Second Street - 4th Floor,  Fort Myers, Florida 33901, until   JULY 20, 2010 AT 2:00PM.,  and will be opened immediately thereafter.


All Proposers are hereby placed on formal notice that neither the County Commissioners nor candidates for County Commission nor any employees from the Lee County Government nor any members of the Evaluation Review Committee are to be lobbied either individually or collectively concerning this proposal.  Proposers and their agents who intend to, or have submitted proposals for this proposal are hereby placed on formal notice that they are not to contact members of the County Commission nor candidates for County Commission nor staff members outside of regular Board of County Commissioner Meetings, for such purposes as holding meetings of introduction, meetings relating to the evaluation process outside of those specifically scheduled by the County for negotiations, dinners, lunches, or any other actions that may be interpreted as potentially influencing the results of this process.  Failure to comply with this requirement shall result in an immediate disqualification of such firm by the County from further consideration for this proposal.


Lee County reserves the exclusive rights to: 1) require oral presentations, if necessary; 2) waive any informalities in the evaluation process, 3) accept or reject any or all proposals in part or in whole, with or without cause; 4) request additional information if appropriate; 5) limit and determine the actual contract services to be included in a final proposed contract; and 6) reject all proposals if found by the Board of County Commissioners not to be in the best interests of Lee County.


Lee County is an Equal Opportunity Employer.


Lee County Board of County Commissioners

Lee County, Florida